-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Joshua Walker (CRD# 4638869) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 20 years of experience in the finance industry.
Daniel Yerger (CRD# 6473980) is an Investment Advisor Representative working at My Wealth Planners in Longmont, CO and has over 8 years of experience in the finance industry. Daniel Yerger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Marva Amerine (CRD# 2844550) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has 1 year of experience in the finance industry.
Ryan Bendixen (CRD# 5046001) is an Investment Advisor Representative working at Peak53 Partners, LP in Longmont, CO and has over 18 years of experience in the finance industry.
Alex Brown (CRD# 7129676) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Longmont, CO and has 1 year of experience in the finance industry.
Luke Gray (CRD# 7158773) is an Investment Advisor Representative working at Edward Jones in Longmont, CO and has over 4 years of experience in the finance industry.
Derik Harrison (CRD# 7699521) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Longmont, CO and has 1 year of experience in the finance industry.
Leon Koob (CRD# 4730694) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Longmont, CO and has over 20 years of experience in the finance industry.
Wesley Parker (CRD# 1842280) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Longmont, CO and has over 20 years of experience in the finance industry.
Sanay Patel (CRD# 4687039) is an Investment Advisor Representative working at Purpose Wealth in Longmont, CO and has 1 year of experience in the finance industry.